Shell Project Takes ALP to the Crux of the Matter
Shell has provided an early test for the new ALP federal government, along with the expanded greens and independents who want faster climate change policy decisions.
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First Tick for Albo as AAA Credit Rating Confirmed
The change of government went off without the horses stampeding the ASX yesterday, helped by ratings group S&P Global reaffirming its AAA stable rating for the local economy.
Read MoreWhat Does the New Government Mean for Investors?
In a special Insights column, AMP’s Dr Shane Oliver takes a look at the outcome of the Australian Federal election and how it might affect the various markets.
Read MoreOut of the Teal World and into the Real World
The local share market will likely assume a wait-and-see mindset this week as the ALP takes power and all the talk and promises from the campaign trail fall into or out of place.
Read MoreDiary: Federal Election Dominates Proceedings
The last-minute politics ahead of this weekend’s federal election will overshadow the minutes from the RBA’s May board meeting, along with wage and jobs data later in the week.
Read MoreConsumer Confidence Riding High as Election Looms
The Australian economy continues to boom as we head towards the Federal election on Saturday week, judging by the latest monthly business survey from the National Australia Bank.
Read MoreThe 2022 Australian Federal Election and Investors
With a federal election looming and a fair chance of a change in government, AMP’s Shane Oliver this week looks at the potential implications for investors as we head to the polls on May 21.
Read MoreElectioneering Could Cost Us in the Long Run
More evidence today that the economy remains robust and that the billions in election promises could unnecessarily add to price pressures being felt by businesses and consumers.
Read MoreThe 2022-23 Federal Budget: A Review
A federal election always makes for a giveaway budget and this year it’s no different. We take an in-depth look at what may well be Josh Frydenberg’s final budget as Treasurer.
Read MoreThe 2022-23 Federal Budget: A Primer
With the election looming, tomorrow’s 2022-23 federal budget will no doubt contain plenty of goodies – despite a big deficit – aimed at enabling the Liberal Party to hold onto office.
Read MorePutin to Return Fire with Retaliatory Sanctions
Vladimir Putin is moving to impose his own sanctions on the west, ordering his government to come up with a list of commodities and other products and western countries to be hit with restrictions.
Read MoreRipple of Russian Sanctions Begets a Wave
The tough sanctions against Russia may have crippled the western arms of some of its key companies, but they have also had the flow-on effect of pushing some major commodity prices to near-record highs.
Read MoreFive Big Picture Implications of the War in Ukraine
In his Insights column this week, AMP’s Shane Oliver looks at the war in Ukraine, five big picture implications of relevance to investors and why Australian shares are holding up a bit better than global shares.
Read MoreGovernment Attack on Proxies Repelled
The federal government has lost its attempt to neuter proxy advisers, those independent groups that help shareholders decide on major issues confronting listed companies.
Read MoreBiden Building Bridges and Getting Over Them
On Monday President Biden will sign into law his $US1 trillion federal infrastructure bill that will see years of spending and investments helping underpin US economic growth and corporate activity for years to come.
Read MoreUS Set to Issue Hong Kong Business Warning
In an action that will resonate in Australia, the US government is about to upgrade warnings to American companies of the growing risks of doing business in Hong Kong.
Read MoreBeijing Takes Umbrage at US Blacklist
Sunday’s strongly-worded statement opposing the addition of 23 Chinese entities to a US economic blacklist once again shows the government’s two-faced attitude toward foreign investment.
Read MoreBiden Landscaping a Level Playing Field
The executive order signed on Friday by US President Joe Biden is the first to encourage federal agencies to crack down on anti-competitive practices in a wide range of industries.
Read MoreChina-U.S. Tensions: Same-same, but Different?
Russell Investments’ Alexander Cousley runs us through the state of US-China relations as they currently stand and how the change of president may affect things from here.
Read MoreIn First 100 Days, Biden Maps Big Changes to Economy
The technology, health care, industrials, and utilities sectors could be impacted by Biden’s legislative agenda, writes T. Rowe Price analyst Katie Deal.
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APRA Policy Set to Elevate Climate Change
A major policy proposal from APRA will see insurers and superannuation funds elevate the impact of climate change to rank alongside credit risk, underwriting risk and liquidity risk.
Read MoreThe Oldest President with the Ambition of the Youngest
As Fidelity’s Tom Stevenson explains in his regular column, Joe Biden is America’s oldest ever president who, in the end, has to persuade someone to pick up the tab for his youthful ambition.
Read MoreWall Street Higher as Biden, Harris Take Charge
Wall Street has greeted the inaugurations of Joe Biden and Kamala Harris with another record-breaking performance on Wednesday, adding to the surge that has driven stocks to new highs since the November 3 poll wins.
Read MoreChanging of the Guard Means Closer Scrutiny for US Companies
After four years of no-touch regulation under Donald Trump, American financial markets have suddenly realised they face four years of close attention from a bunch of new overseers promoted by President-elect Joe Biden.
Read MoreInauguration Inflation
With Joe Biden sworn in as America’s 46th president on Wednesday, he needs to shift the focus from his predecessor’s graceless departure to the huge economic challenge ahead.
Read MoreMoody’s Reacts Positively to Biden Package
Credit rating group, Moody’s has given an upbeat and thumbs up approval for the Biden package. Moody’s chief economist, Mark Zandi reckoned it will boost US growth this year to 5% or better, and the same in 2022.
Read MoreBiden Announces $US1.9t Rescue Plan
President-elect Joe Biden will ask Congress to spend $US1.9 trillion on a new economic rescue plan as the pace of COVID-19 infections and deaths shows no sign of easing soon and the US economy starts tipping towards another slowdown.
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Biden Vs Trump – The US Presidential Election Is Looming As The Next Big Event For Investors
The US election has significant potential to add to volatility in investment markets. A Trump victory will mean more of the same and would likely initially be more positive for US than global and Australian shares. By contrast a Biden victory may add to short-term volatility but this is likely to be short-lived as there is no reason to expect a weaker economy and hence share market under a Biden presidency and he is likely to take a less disruptive approach to trade and foreign policy.
Read MoreKohler’s Charts – The US Election
There’s only one thing that matters this week: the US Presidential election. And we are in the topsy turvy world where the markets, and business people, are worried that the Republicans might win … because their candidate is one Donald Trump, who could do anything, and probably will.
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